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![TomSmith839 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1577210180307230720.png) Tom Smith [@TomSmith839](/creator/twitter/TomSmith839) on x 2149 followers
Created: 2025-07-16 19:38:07 UTC

@rookisaacman @LumixqSOL Shift4 has grown E2E Volume XX% CAGR last X years. Could have done less with fewer M&A but why would they?
Shift4 can (hypothetically) grow E2E Volume XX% CAGR for the next 10Y to $850B and still have only converted <50% of their $1.4T funnel and also still be <20% of $GPN volume


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945568650448056333/c:line.svg)

**Related Topics**
[$gpn](/topic/$gpn)
[$14t](/topic/$14t)
[$850b](/topic/$850b)
[global payments inc](/topic/global-payments-inc)
[stocks industrials](/topic/stocks-industrials)

[Post Link](https://x.com/TomSmith839/status/1945568650448056333)